We're pleased to announce that Partner, James Brockway and Senior Counsel, Richard LeVine will be speaking at this year's PPLI & VA Forum!
Knowing when to choose IDFs and SMAs for customization and investor control
James takes part in a panel discussion which will examine the pros and cons of IDFs and SMAs for PPLI investment management and where each can be used effectively.
Introduction to PPLI/PPVA: Products and benefits
Richard opens the Private Placement Fundamentals workshop on the morning of June 13. Join him to gain the knowledge you need to assess the PPLI/PPVA opportunity and how it can work for your clients.
DATE AND LOCATION
13-14 June 2018 | Hyatt Centric – Magnificent Mile, Chicago
Join us and save 20% using VIP code: FKN2558WBL
Click here to see the event agenda.
Here's why you should join us at the go-to private placements and variable annuities industry event:
- Meet all the key PPLI players- carriers, brokers, managers and investors
- Get to grips with the latest trends shaping the industry – tax, platforms, investors and more
- Hear new examples of innovative PPLI and PPVA use cases
- The most interactive event to date with new formats including small group discussion for peer to peer learning